Gyl Financial Synergies, LLC
Gyl Financial Synergies, LLC (CRD# 284758) is a financial advisory firm headquartered in West Hartford, CT. They manage $6,069,342,027 in 5,862 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management6,069MILLION
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Total Number of Accounts5,862ACCOUNTS
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Average Account Value$1,035,371
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, MO, MT, NC, NH, NJ, NY, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI
Lee Batten (CRD# 3041658) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Richmond, VA and has over 9 years of experience in the finance industry.
Scott Bogan (CRD# 2763347) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 27 years of experience in the finance industry.
Melissa Ciotoli (CRD# 5470880) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 16 years of experience in the finance industry.
Brenda Delmore (CRD# 1808379) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 29 years of experience in the finance industry.
Wendy Duncan (CRD# 1301087) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 25 years of experience in the finance industry.
Justine Fredericks (CRD# 2944750) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 21 years of experience in the finance industry.
Gerald Goldberg (CRD# 2805625) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 27 years of experience in the finance industry.
Joshua Goldberg (CRD# 6221406) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Westport, CT and has over 6 years of experience in the finance industry.
Michael Green (CRD# 3247678) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 24 years of experience in the finance industry.
Colton Growney (CRD# 6634162) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in Wayne, PA and has over 7 years of experience in the finance industry.